Capital Analysts
Industry: Company
DescriptionFounded: 1968 Parent organization: Lincoln Investment Planning, LLC
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Capital Analysts Employees
Employee
Years
Job
Industry
Robin Fite Robin Fite's Capital Analysts Experience September 2008 - June 2012
Job Advisor Practice Application Support Specialist at Lincoln Investment Planning
Industry Financial Services
Experience
Lincoln Investment Planning June 2012 - Present
Capital Analysts September 2008 - June 2012
Capital Analysts July 2007 - September 2008
Skills
Series 7
Education
Northern Kentucky University
Bachelor of Science (BS), Business and Marketing Education
Lincoln Investment Planning June 2012 - Present
Capital Analysts September 2008 - June 2012
Capital Analysts July 2007 - September 2008
Skills
Series 7
Education
Northern Kentucky University
Bachelor of Science (BS), Business and Marketing Education
Scott Wakefield III's Capital Analysts Experience December 1988 - January 1992
Job President at Wakefield Company
Industry Financial Services
Experience
Wakefield Associates June 2000 - Present
Wakefield Company September 1985 - Present
Treiber Group, Consulting Firm January 1998 - June 2000
Dodge Warren and Peters, Property Casualty Firm January 1992 - January 1998
Capital Analysts December 1988 - January 1992
John Hancock May 1984 - December 1988
John Hancock August 1981 - May 1984
Skills
Estate Planning, Asset Protection, Solution Design, Confidentiality, Retirement Planning, Probate, Trusts, Elder Law, Wills, Estate Administration, Special Needs Planning, Powers of Attorney, Living Trusts, Estate Tax Planning, Guardianship, Wealth Transfer, Insurance Planning, Living Wills, Wealth Management, Conservatorships, Charitable Giving, Wealth, Gift Tax, Wealth Preservation, Tax, LLC, Inheritance Tax Planning, Trust Services, Discretion, Loss Prevention, Business Continuity, Restrictive Covenants, Financial Planners, Wealth Management..., Investments, Long-term Care, Financial Planning
Education
Boston University Questrom School of Business 1979 — 1985
BS, Finance Adminstration
Boston University 1978 — 1984
BS, Administration and Finance
UCLA U Miami continuing
MBA, and Tax Law studies
Wakefield Associates June 2000 - Present
Wakefield Company September 1985 - Present
Treiber Group, Consulting Firm January 1998 - June 2000
Dodge Warren and Peters, Property Casualty Firm January 1992 - January 1998
Capital Analysts December 1988 - January 1992
John Hancock May 1984 - December 1988
John Hancock August 1981 - May 1984
Skills
Estate Planning, Asset Protection, Solution Design, Confidentiality, Retirement Planning, Probate, Trusts, Elder Law, Wills, Estate Administration, Special Needs Planning, Powers of Attorney, Living Trusts, Estate Tax Planning, Guardianship, Wealth Transfer, Insurance Planning, Living Wills, Wealth Management, Conservatorships, Charitable Giving, Wealth, Gift Tax, Wealth Preservation, Tax, LLC, Inheritance Tax Planning, Trust Services, Discretion, Loss Prevention, Business Continuity, Restrictive Covenants, Financial Planners, Wealth Management..., Investments, Long-term Care, Financial Planning
Education
Boston University Questrom School of Business 1979 — 1985
BS, Finance Adminstration
Boston University 1978 — 1984
BS, Administration and Finance
UCLA U Miami continuing
MBA, and Tax Law studies
Maura Robinson Maura Robinson's Capital Analysts Experience June 2011 - August 2011
Job User Experience and Digital Strategy Design Intern at Project Children
Industry Marketing and Advertising
Experience
Project Children June 2014 - Present
Bentley University November 2013 - Present
The Campus Agency August 2013 - Present
Bentley University 2014 - 2014
Bentley University 2014 - 2014
Bentley University 2014 - 2014
TripAdvisor May 2013 - August 2013
goSprout July 2012 - December 2012
Friends Forever USA January 2012 - May 2012
Capital Analysts June 2011 - August 2011
Skills
CoffeeCup, SmartOffice, Microsoft Excel, Microsoft Word, Google Adwords, Acess, Netscape, Drupal, Minitab, SPSS, Picasa, Social Media Marketing, Executive Presentation...
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2013 — 2015
Master of Business Administration (MBA), Candidate for MSHFID, Marketing
University of New Hampshire 2008 — 2012
Bachelor of Science (B.S.), Business Administration, Marketing
University College Dublin 2011 — 2011
Project Children June 2014 - Present
Bentley University November 2013 - Present
The Campus Agency August 2013 - Present
Bentley University 2014 - 2014
Bentley University 2014 - 2014
Bentley University 2014 - 2014
TripAdvisor May 2013 - August 2013
goSprout July 2012 - December 2012
Friends Forever USA January 2012 - May 2012
Capital Analysts June 2011 - August 2011
Skills
CoffeeCup, SmartOffice, Microsoft Excel, Microsoft Word, Google Adwords, Acess, Netscape, Drupal, Minitab, SPSS, Picasa, Social Media Marketing, Executive Presentation...
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2013 — 2015
Master of Business Administration (MBA), Candidate for MSHFID, Marketing
University of New Hampshire 2008 — 2012
Bachelor of Science (B.S.), Business Administration, Marketing
University College Dublin 2011 — 2011
James Fay James Fay's Capital Analysts Experience September 1990 - August 2003
Job Owner
Industry Real Estate
Experience
Montauk Financial September 2003 - December 2007
Capital Analysts September 1990 - August 2003
Education
Kent State University 1980 — 1983
MA, Education Administration
Saint Michael's College 1977 — 1979
BA, Business Administration
Indian Hills High School 1971 — 1975
Diploma, College Prep
Montauk Financial September 2003 - December 2007
Capital Analysts September 1990 - August 2003
Education
Kent State University 1980 — 1983
MA, Education Administration
Saint Michael's College 1977 — 1979
BA, Business Administration
Indian Hills High School 1971 — 1975
Diploma, College Prep
Brendan Moleski Brendan Moleski's Capital Analysts Experience June 2013 - Present
Job Institutional Trader at Capital Analysts
Industry Investment Management
Experience
Capital Analysts June 2013 - Present
Valley Forge Asset Management October 2012 - June 2013
Ameriprise Financial Services, Inc. June 2010 - October 2012
Skills
Trading, Mutual Funds, Investments, Portfolio Management, Asset Management, Asset Allocation, Fixed Income, Wealth Management, Securities
Education
Lock Haven University of Pennsylvania 2006 — 2011
B.S., Business Administration: Finance & Economics
Capital Analysts June 2013 - Present
Valley Forge Asset Management October 2012 - June 2013
Ameriprise Financial Services, Inc. June 2010 - October 2012
Skills
Trading, Mutual Funds, Investments, Portfolio Management, Asset Management, Asset Allocation, Fixed Income, Wealth Management, Securities
Education
Lock Haven University of Pennsylvania 2006 — 2011
B.S., Business Administration: Finance & Economics
James Barnash's Capital Analysts Experience 2010 - 2011
Job Regional Director
Industry Financial Services
Experience
Edelman Financial Services, LLC May 2013 - Present
JA Barnash & Associates 2009 - September 2012
Merion Wealth Partners, LLC March 2011 - April 2012
Capital Analysts 2010 - 2011
Stride Consulting, Inc. March 2009 - April 2010
Stride Consulting, Inc. March 2009 - April 2010
Ameriprise Financial 2007 - 2009
Lincoln Financial Advisors 1996 - 2007
FPA 2001 - 2006
Skills
Financial Advisory, Strategic Financial..., Wealth, Retirement Planning, Wealth Management, Retirement, Mutual Funds, Estate Planning, Asset Allocation, Personal Finance, Series 7, Insurance, Strategic Planning, Financial Planning, Public Speaking, Financial Analysis, Marketing Strategy, Risk Management, Small Business, Coaching, Succession Planning, Business Strategy, Management Consulting, Business Planning, Long Term Care, Insurance Planning, Annuities, Non-profits
Education
College for Financial Planning 1990 — 1992
CFP Certification, Financial Planning
DePaul University 1972 — 1977
Bachelor of Arts, History
Edelman Financial Services, LLC May 2013 - Present
JA Barnash & Associates 2009 - September 2012
Merion Wealth Partners, LLC March 2011 - April 2012
Capital Analysts 2010 - 2011
Stride Consulting, Inc. March 2009 - April 2010
Stride Consulting, Inc. March 2009 - April 2010
Ameriprise Financial 2007 - 2009
Lincoln Financial Advisors 1996 - 2007
FPA 2001 - 2006
Skills
Financial Advisory, Strategic Financial..., Wealth, Retirement Planning, Wealth Management, Retirement, Mutual Funds, Estate Planning, Asset Allocation, Personal Finance, Series 7, Insurance, Strategic Planning, Financial Planning, Public Speaking, Financial Analysis, Marketing Strategy, Risk Management, Small Business, Coaching, Succession Planning, Business Strategy, Management Consulting, Business Planning, Long Term Care, Insurance Planning, Annuities, Non-profits
Education
College for Financial Planning 1990 — 1992
CFP Certification, Financial Planning
DePaul University 1972 — 1977
Bachelor of Arts, History
Janine Cadorette's Capital Analysts Experience September 1987 - March 1990
Job Sales Associate at Things Remembered
Industry Retail
Experience
Things Remembered October 2009 - Present
Capital Analysts September 1987 - March 1990
Skills
Retail, Customer Service, Merchandising, Microsoft Office, Visual Merchandising, Inventory Management, Microsoft Word, Time Management, PowerPoint, Retail Sales, Store Management
Education
Cape Cod Community College 1984 — 1986
BusinessAccounting
Things Remembered October 2009 - Present
Capital Analysts September 1987 - March 1990
Skills
Retail, Customer Service, Merchandising, Microsoft Office, Visual Merchandising, Inventory Management, Microsoft Word, Time Management, PowerPoint, Retail Sales, Store Management
Education
Cape Cod Community College 1984 — 1986
BusinessAccounting
William Roth, CFA William Roth, CFA's Capital Analysts Experience March 2011 - September 2013
Job Director of Investments at Centurion Group
Industry Financial Services
Experience
Centurion Group October 2014 - Present
Centurion Asset Management September 2013 - September 2014
Capital Analysts March 2011 - September 2013
Capital Analysts Incorporated March 2008 - March 2011
Merrill Lynch March 2005 - March 2008
Skills
Series 7, Series 24, Series 6, Series 66, Series 87, Chartered Financial...
Education
La Salle University - School of Business Administration 2001 — 2003
MBA, Finance
East Stroudsburg University of Pennsylvania 1996 — 2000
BS, Business Administration-Finance
East Stroudsburg University of Pennsylvania 1996 — 2000
BA, Economics
Centurion Group October 2014 - Present
Centurion Asset Management September 2013 - September 2014
Capital Analysts March 2011 - September 2013
Capital Analysts Incorporated March 2008 - March 2011
Merrill Lynch March 2005 - March 2008
Skills
Series 7, Series 24, Series 6, Series 66, Series 87, Chartered Financial...
Education
La Salle University - School of Business Administration 2001 — 2003
MBA, Finance
East Stroudsburg University of Pennsylvania 1996 — 2000
BS, Business Administration-Finance
East Stroudsburg University of Pennsylvania 1996 — 2000
BA, Economics
Bridget Robinson's Capital Analysts Experience June 2009 - August 2009
Job Marketing Program Manager at Selligent
Industry Marketing and Advertising
Experience
Selligent May 2015 - Present
itslearning, inc. June 2013 - Present
itslearning, inc. December 2011 - June 2013
Prospectiv/Eversave August 2011 - December 2011
University of New Hampshire External Relations Office September 2010 - May 2011
University of New Hampsire Admissions office June 2010 - August 2010
Capital Analysts June 2009 - August 2009
Skills
Salesforce.com, Event Planning, Public Speaking, Social Media Marketing, Social Media, Facebook, Management, Event Management, Sales, Social Networking, Microsoft Office, Marketing, Creative Direction, Access, Editing, PowerPoint, Online Marketing, Email Marketing, Writing Skills, Digital Marketing, Lead Generation, Marketo, Writing, Online Lead Generation, Budgeting, Budget Monitoring, Brand Management, Corporate Blogging
Education
University of New Hampshire - Whittemore School of Business and Economics 2007 — 2011
Bachelor of Science, MAJOR: Business Administration: Marketing MINOR: Communication
The University of Queensland 2010 — 2010
Business Administration: Marketing
Marian High School 2003 — 2007
Selligent May 2015 - Present
itslearning, inc. June 2013 - Present
itslearning, inc. December 2011 - June 2013
Prospectiv/Eversave August 2011 - December 2011
University of New Hampshire External Relations Office September 2010 - May 2011
University of New Hampsire Admissions office June 2010 - August 2010
Capital Analysts June 2009 - August 2009
Skills
Salesforce.com, Event Planning, Public Speaking, Social Media Marketing, Social Media, Facebook, Management, Event Management, Sales, Social Networking, Microsoft Office, Marketing, Creative Direction, Access, Editing, PowerPoint, Online Marketing, Email Marketing, Writing Skills, Digital Marketing, Lead Generation, Marketo, Writing, Online Lead Generation, Budgeting, Budget Monitoring, Brand Management, Corporate Blogging
Education
University of New Hampshire - Whittemore School of Business and Economics 2007 — 2011
Bachelor of Science, MAJOR: Business Administration: Marketing MINOR: Communication
The University of Queensland 2010 — 2010
Business Administration: Marketing
Marian High School 2003 — 2007
Colette Walsh Colette Walsh's Capital Analysts Experience May 1995 - May 2005
Job Executive Assistant at SAP
Industry Computer Software
Experience
SAP May 2005 - Present
Capital Analysts May 1995 - May 2005
Skills
Administration, Corporate Communications, Financial Accounting, Marketing, recruiting, Recruiting, Management, Project Management, Training, Finance, Budgets, Teamwork, SAP, Telecommunications, Human Resources, CRM, Leadership, Process Improvement, Program Management, Outlook, Time Management, Project Planning, Account Management, Strategy, Change Management, Team Leadership, Salesforce.com
Education
Delaware County Community College 1992 — 1994
Business Administration and Management, General
Irish School of Commerence 1981 — 1983
Irish Company Secretary, Company Law, Honours
Mayfield Community 1976 — 1978
High School
SAP May 2005 - Present
Capital Analysts May 1995 - May 2005
Skills
Administration, Corporate Communications, Financial Accounting, Marketing, recruiting, Recruiting, Management, Project Management, Training, Finance, Budgets, Teamwork, SAP, Telecommunications, Human Resources, CRM, Leadership, Process Improvement, Program Management, Outlook, Time Management, Project Planning, Account Management, Strategy, Change Management, Team Leadership, Salesforce.com
Education
Delaware County Community College 1992 — 1994
Business Administration and Management, General
Irish School of Commerence 1981 — 1983
Irish Company Secretary, Company Law, Honours
Mayfield Community 1976 — 1978
High School
Cynthia Monahan's Capital Analysts Experience July 2000 - June 2001
Job IRB Director
Industry Research
Experience
Boston University August 2011 - Present
Partners Healthcare January 2008 - July 2011
Massachusetts General Hospital May 2006 - January 2008
Massachusetts General Hospital September 2005 - May 2006
New England Medical Center October 2003 - September 2005
New England Medical Center June 2001 - July 2002
CAPITAL ANALYSTS July 2000 - June 2001
Skills
IRB, GCP, FDA, Clinical Research, Regulatory Affairs, Clinical Trials, Research, CTMS
Education
Boston College 2003 — 2003
Certificate, Clinical Research
University of Massachusetts
B.A, Political Science
University of Phoenix
MBA
Boston University August 2011 - Present
Partners Healthcare January 2008 - July 2011
Massachusetts General Hospital May 2006 - January 2008
Massachusetts General Hospital September 2005 - May 2006
New England Medical Center October 2003 - September 2005
New England Medical Center June 2001 - July 2002
CAPITAL ANALYSTS July 2000 - June 2001
Skills
IRB, GCP, FDA, Clinical Research, Regulatory Affairs, Clinical Trials, Research, CTMS
Education
Boston College 2003 — 2003
Certificate, Clinical Research
University of Massachusetts
B.A, Political Science
University of Phoenix
MBA
Allen Harrell's Capital Analysts Experience July 1986 - May 1990
Job Commander at 167th Theater Sustainment Command
Industry Military
Experience
167th Theater Sustainment Command October 2014 - Present
Alabama National Guard June 2009 - Present
Alabama National Guard August 1989 - December 2012
NORAD - USNORTHCOM April 2010 - September 2010
Exhibitwise January 1993 - June 2009
Capital Analysts July 1986 - May 1990
US Army August 1980 - May 1986
Skills
Leadership, Military, Training, Strategy, Operations Management, Army, Command, Strategic Planning, Logistics, Marketing, Trade Shows, Emergency Management, Sales, Analysis, Risk Assessment
Education
Dickinson College 2001 — 2002
Master’s Degree, Strategic Studies
Emory University - Goizueta Business School 1991 — 1992
Master of Business Administration (M.B.A.)
University of Alabama 1976 — 1980
B. S., Accounting
Robert E. Lee High School 1974 — 1976
High School Diploma
167th Theater Sustainment Command October 2014 - Present
Alabama National Guard June 2009 - Present
Alabama National Guard August 1989 - December 2012
NORAD - USNORTHCOM April 2010 - September 2010
Exhibitwise January 1993 - June 2009
Capital Analysts July 1986 - May 1990
US Army August 1980 - May 1986
Skills
Leadership, Military, Training, Strategy, Operations Management, Army, Command, Strategic Planning, Logistics, Marketing, Trade Shows, Emergency Management, Sales, Analysis, Risk Assessment
Education
Dickinson College 2001 — 2002
Master’s Degree, Strategic Studies
Emory University - Goizueta Business School 1991 — 1992
Master of Business Administration (M.B.A.)
University of Alabama 1976 — 1980
B. S., Accounting
Robert E. Lee High School 1974 — 1976
High School Diploma
Gregg Lawrence's Capital Analysts Experience October 1998 - August 2000
Job President at Healthmart
Industry Insurance
Experience
Healthmart/Director of Corporate Wellness Business Development - Silverstaff Clinical Labs September 2001 - Present
Capital Analysts October 1998 - August 2000
CNA Insurance November 1996 - December 1998
American Medical Security June 1992 - October 1996
Skills
Employee Benefits, Insurance, Health Insurance, Strategic Planning, Disability Insurance, Life Insurance, Team Building, Leadership, Sales, Account Management
Education
Harding University 1982 — 1986
BBA Marketing
Healthmart/Director of Corporate Wellness Business Development - Silverstaff Clinical Labs September 2001 - Present
Capital Analysts October 1998 - August 2000
CNA Insurance November 1996 - December 1998
American Medical Security June 1992 - October 1996
Skills
Employee Benefits, Insurance, Health Insurance, Strategic Planning, Disability Insurance, Life Insurance, Team Building, Leadership, Sales, Account Management
Education
Harding University 1982 — 1986
BBA Marketing
James Hadaway's Capital Analysts Experience February 2010 - March 2012
Job Director of Compliance at FTJ FundChoice
Industry Financial Services
Experience
FTJ FundChoice May 2015 - Present
FTJ FundChoice January 2013 - April 2015
JRE July 2012 - December 2012
Capital Analysts February 2010 - March 2012
Independent Contractor November 2008 - January 2010
The O.N. Equity Sales Co. 1999 - 2008
Fidelity Investments 1998 - 1999
Skills
Series 7, Options, Securities, Business Strategy, Mutual Funds, Process Improvement, Compliance, Trading, Management Consulting
Education
Xavier University 2001 — 2004
MBA, Finance
University of Georgia - Terry College of Business 1992 — 1996
BBA, Economics
FTJ FundChoice May 2015 - Present
FTJ FundChoice January 2013 - April 2015
JRE July 2012 - December 2012
Capital Analysts February 2010 - March 2012
Independent Contractor November 2008 - January 2010
The O.N. Equity Sales Co. 1999 - 2008
Fidelity Investments 1998 - 1999
Skills
Series 7, Options, Securities, Business Strategy, Mutual Funds, Process Improvement, Compliance, Trading, Management Consulting
Education
Xavier University 2001 — 2004
MBA, Finance
University of Georgia - Terry College of Business 1992 — 1996
BBA, Economics
Alex Penta's Capital Analysts Experience June 2015 - Present
Job Institutional Trader at Capital Analysts
Industry Financial Services
Experience
Capital Analysts June 2015 - Present
First Niagara Bank March 2014 - May 2015
BlackRock April 2012 - March 2014
Pershing June 2010 - April 2012
Skills
Series 7, Series 66
Education
Gettysburg College 2005 — 2009
B.A., Business Management, Civil War Era Studies
Capital Analysts June 2015 - Present
First Niagara Bank March 2014 - May 2015
BlackRock April 2012 - March 2014
Pershing June 2010 - April 2012
Skills
Series 7, Series 66
Education
Gettysburg College 2005 — 2009
B.A., Business Management, Civil War Era Studies
Megan Mooney, CFA's Capital Analysts Experience October 2013 - Present
Job Senior Research Analyst
Industry Investment Management
Experience
Capital Analysts October 2013 - Present
Aberdeen Asset Management October 2009 - October 2013
Nationwide Financial November 2007 - October 2009
Vanguard October 2005 - November 2007
Education
Loyola University Maryland 2000 — 2004
BBA, Finance
Capital Analysts October 2013 - Present
Aberdeen Asset Management October 2009 - October 2013
Nationwide Financial November 2007 - October 2009
Vanguard October 2005 - November 2007
Education
Loyola University Maryland 2000 — 2004
BBA, Finance
Jeff Stemler's Capital Analysts Experience April 1982 - May 1992
Job EVP Sales at Asset Marketing Systems
Industry Financial Services
Experience
Asset Marketing Systems May 2002 - Present
Sagemark Consulting May 1998 - May 2002
New York Life Insurance Company April 1992 - April 1998
Capital Analysts April 1982 - May 1992
Herzak, Single and Stemler January 1970 - April 1982
Skills
Insurance, Financial Services, Direct Marketing, Strategic Financial..., Marketing, Investments, Competitive Analysis, Strategy, Securities, Sales, Business Development, Strategic Partnerships, Forecasting, Lead Generation
Education
Kent State University 1967 — 1969
Bachelor of Business Administration (BBA), Marketing
Asset Marketing Systems May 2002 - Present
Sagemark Consulting May 1998 - May 2002
New York Life Insurance Company April 1992 - April 1998
Capital Analysts April 1982 - May 1992
Herzak, Single and Stemler January 1970 - April 1982
Skills
Insurance, Financial Services, Direct Marketing, Strategic Financial..., Marketing, Investments, Competitive Analysis, Strategy, Securities, Sales, Business Development, Strategic Partnerships, Forecasting, Lead Generation
Education
Kent State University 1967 — 1969
Bachelor of Business Administration (BBA), Marketing
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY